See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,622 | $109,817-22.9% | $98,442-14.0% | $167,490-49.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.45% | 1956.69%-1945.2pp | 1492.73%-1481.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,961 | $3,224+22.9% | $2,960+33.8% | $4,837-18.1% |
| Participant deferral / active EE | $20,158 | $4,673+331.4% | $4,276+371.4% | $6,341+217.9% |
| Admin fee / account holder | $1,000 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |